What Clients are saying

"To start, we have a personal connection with John. Jody and I were able to observe John's character starting when he was a child. Also, we have known Missy since she was born. Her marriage to John says a lot. Warren Buffett advises hiring someone who has integrity, intelligence, and energy and if he doesn't have the first, you certainly don't want them to have the last two. My theory is John would want people around him that has the same attributes. You all have helped me with many things that were probably not within your purview. We sincerely appreciate that."

"Personal trusting relationships with advisors…particularly Ernie Collyer. He will be sorely missed upon retirement. But, my trust remains with Craft & Sage and their dependable advice and decisions."

"You seem to be interested in my best interest."

"Very personal & professional exceptional customer service!"

"You guys are friendly and available - always willing to answer our questions."

"Your personal attention to each client, and your financial acumen."

"Your ability to answer our questions in a manner that we can understand and willingness to go deeper if necessary. Listening to our wants and needs relative to a financial plan and providing feedback into how that plan can be achieved. Also the ability to reach out to you as needed with questions or concerns and your usually quick responses."

"Trust."

"The team is always responsive to my needs and helping me understand my financial situation. This has all been new to me since my husband passed. I don't know where I would have been if Megan had not helped me. All of you are welcoming and encouraging."

"Accessibility and results! I’ve never had a problem making contact to get answers to a question or to accomplish a task relating to our portfolio. I’m always treated respectfully…like a member of the family. I wouldn’t place my finances with anyone else because we’re extremely pleased with the relationship we enjoy with the team at Craft and Sage. I continue to send friends and family (to C&S) when they express a need for financial guidance."

"I work exclusively with one of your reps and she is excellent!! Have dealt with other financial advisor organizations and am very pleased with the quick response to answers of my questions from this group."

"You have a very caring staff, and the advice is sound."

"Brenda and Megan are responsive to my needs and requests. I think I understand most of what I am told about my finances. Megan has been really helpful in anticipating my questions."

"Very responsive!"

"The special people. The expertise of the staff."

"The transparency and knowledge."

"I am never rushed and they make me feel as if I'm the most important client."

"Friendly, reliable employees who are always quick to respond and provide help in any way they can."

"Feels personal. Recommended by people I trust. You reach out."